FIASX vs. VOO
Compare and contrast key facts about Fidelity Advisor International Small Cap Fund Class A (FIASX) and Vanguard S&P 500 ETF (VOO).
FIASX is managed by Fidelity. It was launched on May 27, 2003. VOO is a passively managed fund by Vanguard that tracks the performance of the S&P 500 Index. It was launched on Sep 7, 2010.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIASX or VOO.
Correlation
The correlation between FIASX and VOO is 0.67, which is considered to be moderate. This suggests that the two assets have some degree of positive relationship in their price movements. Moderate correlation can be acceptable for portfolio diversification, offering a balance between risk and potential returns.
Performance
FIASX vs. VOO - Performance Comparison
Key characteristics
FIASX:
0.42
VOO:
1.76
FIASX:
0.64
VOO:
2.37
FIASX:
1.08
VOO:
1.32
FIASX:
0.41
VOO:
2.66
FIASX:
0.97
VOO:
11.10
FIASX:
4.68%
VOO:
2.02%
FIASX:
10.91%
VOO:
12.79%
FIASX:
-58.98%
VOO:
-33.99%
FIASX:
-5.06%
VOO:
-2.11%
Returns By Period
In the year-to-date period, FIASX achieves a 4.18% return, which is significantly higher than VOO's 2.40% return. Over the past 10 years, FIASX has underperformed VOO with an annualized return of 5.24%, while VOO has yielded a comparatively higher 13.03% annualized return.
FIASX
4.18%
3.11%
-3.80%
3.73%
4.89%
5.24%
VOO
2.40%
-1.05%
7.47%
19.81%
14.27%
13.03%
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FIASX vs. VOO - Expense Ratio Comparison
FIASX has a 1.29% expense ratio, which is higher than VOO's 0.03% expense ratio.
Risk-Adjusted Performance
FIASX vs. VOO — Risk-Adjusted Performance Rank
FIASX
VOO
FIASX vs. VOO - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Advisor International Small Cap Fund Class A (FIASX) and Vanguard S&P 500 ETF (VOO). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FIASX vs. VOO - Dividend Comparison
FIASX's dividend yield for the trailing twelve months is around 2.31%, more than VOO's 1.22% yield.
TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|
FIASX Fidelity Advisor International Small Cap Fund Class A | 2.31% | 2.40% | 1.67% | 0.42% | 2.37% | 0.56% | 1.60% | 1.64% | 0.78% | 1.20% | 5.15% | 17.65% |
VOO Vanguard S&P 500 ETF | 1.22% | 1.24% | 1.46% | 1.69% | 1.25% | 1.54% | 1.88% | 2.06% | 1.78% | 2.02% | 2.10% | 1.85% |
Drawdowns
FIASX vs. VOO - Drawdown Comparison
The maximum FIASX drawdown since its inception was -58.98%, which is greater than VOO's maximum drawdown of -33.99%. Use the drawdown chart below to compare losses from any high point for FIASX and VOO. For additional features, visit the drawdowns tool.
Volatility
FIASX vs. VOO - Volatility Comparison
The current volatility for Fidelity Advisor International Small Cap Fund Class A (FIASX) is 2.43%, while Vanguard S&P 500 ETF (VOO) has a volatility of 3.38%. This indicates that FIASX experiences smaller price fluctuations and is considered to be less risky than VOO based on this measure. The chart below showcases a comparison of their rolling one-month volatility.